Opto Sessions – Invest in the Next Big Idea cover image

Bruce Liu – 5G, Edge Computing & the Cloud: Building the 'New Digital Economy'

Opto Sessions – Invest in the Next Big Idea

00:00

Are You Limited by Geographies or Global Markets?

We are actually very open minded. And when it comes to that, you know, and we do now really just limit us to Asia and the US markets. As long as they are qualified and by those criteria, they should have a seat in our portfolio. At this moment, we have most holdings in semiconductors. It's not because we are still at the early stage of 5G cycle. But when this cycle goes on and people have built their infrastructure,. I can say we are moving towards the software and cloud computing even more.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app